StockDriftsStockDriftsTop 50 Morganrosel Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 18.87% | 151.0K | $55.9M | +1.07%(+1.60K) | $186.69(+105.35%) | 2026-06-30 | |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 6.58% | 703.2K | $19.5M | +3.03%(+20.66K) | $17.08(+67.77%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 3.77% | 16.3K | $11.2M | +9.23%(+1.38K) | $478.99(+48.79%) | 2026-06-30 | |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 2.86% | 160.4K | $8.5M | +3.26%(+5.06K) | $34.88(+59.60%) | 2026-06-30 | |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 2.69% | 95.1K | $8.0M | +1.90%(+1.77K) | $51.03(+68.82%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.59% | 107.9K | $7.7M | +13.59%(+12.91K) | $51.76(+42.99%) | 2026-06-30 | |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 2.57% | 82.6K | $7.6M | +7.94%(+6.08K) | $92.00(-1.54%) | 2026-06-30 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 2.47% | 9.8K | $7.3M | -1.92%(-192) | $290.74(+166.68%) | 2026-06-30 | |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 2.34% | 190.8K | $6.9M | +4.54%(+8.28K) | $26.90(+37.66%) | 2026-06-30 | |
| VPLS | VANGUARD CORE PLUS BOND ETF | 2.28% | 87.2K | $6.8M | +6.05%(+4.98K) | $77.18(-1.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.54% | +50.27% | +7.26% | +41.99% |
| Top 20 Holdings Unweighted | +12.90% | +43.91% | +6.18% | +34.94% |
Morganrosel Wealth Management LLC reports $296.25M in US-listed equity holdings across 104 positions in its most recent 13F filing. Its largest disclosed positions are VTI (18.9%), SCHF (6.6%) and VOO (3.8%). The top 20 holdings account for 65.77% of reported assets. Its disclosed equity book has returned +50.27% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Morganrosel Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1753218). View Morganrosel Wealth Management LLC’s 13F filings on SEC